CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
SQBIX
Price
$14.45
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
72.54M
Interact to see
Advertisement

CLBFX vs SQBIX

Header iconCLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
X-Square Balanced Fund, LLC Instl
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets72.54M
CLBFX vs SQBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SQBIX (72.5M). CLBFX pays higher dividends than SQBIX: CLBFX (1.99) vs SQBIX (1.67). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 11.76 vs. CLBFX (8.02). SQBIX return over 5 years is better than : 51.69 vs. CLBFX (44.49).
CLBFXSQBIXCLBFX / SQBIX
Total Expense Ratio0.672.3928%
Annual Report Gross Expense Ratio0.672.3928%
Fund Existence23 years6 years-
Gain YTD8.1695.407151%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B72.5M347,586%
Annual Yield % from dividends1.991.67119%
Returns for 1 year8.0211.7668%
Returns for 3 years36.8040.6191%
Returns for 5 years44.4951.6986%
Returns for 10 years81.14N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PLUS72.460.71
+0.99%
ePlus
BGFV1.420.01
+0.71%
Big 5 Sporting Goods Corp
APA19.530.04
+0.21%
APA Corp
CYH3.41-0.02
-0.58%
Community Health Systems
ELAB2.24-0.07
-3.03%
PMGC Holdings Inc